Genovo iO New Features & Updates Webinar

Learn all about our integration with iO – it’s a game changer!

Following the release of phase III of our integration with Intelligent Office (iO), the back office software from Intelliflo, Kate Ball, our Head of Customer Success will be hosting a webinar on Tuesday 14th May at 10am to showcase the full extent of the recently extended integration.

During the 20 minute webinar Kate will demonstrate how, with a single click, you can add and refresh any of the following data within a report created within Genovo:

Genovo Webinar

  • Client data;
  • Investment, pension and protection plan data;
  • Mortgage plan data; and following the recent update
  • The underlying funds / equities (holdings) of a plan.

To reserve your seat please fill out the form to the right and someone from our team will be touch shortly.

We hope you can join Kate on the day, but if you can’t, feel free to register and we’ll send you a recording of the webinar.

Book your place on the webinar

    This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

    We respect your privacy. Your details will never be sold or shared. By clicking the blue button and submitting your personal data, you consent to receiving email communications from Genovo. You can opt-out of receiving further email communications at any time by click the "unsubscribe" link at the bottom of any email you receive from us. You can read more about our privacy policy here.